Construction - Creating an Ongoing Location
This guide is for SDL Desktop users in the Construction module who need to manage a property with multiple, recurring applications (e.g., long-term or phased construction projects). Follow these steps when you want to set up an Ongoing Location tied to a parcel, link existing applications to it, or create new applications under it — so all related permits, inspections, invoices, and documents stay organized in one place.
1. An Ongoing Location is used to track multiple devices or items to a single property. Once the location is created you can add various applications and manage them from one place. -png-2.png?width=670&height=503&name=1_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
2. To begin the process make sure that you are in the construction module. -png-2.png?width=670&height=503&name=2_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
3. and the Construction data grid. -png-2.png?width=670&height=503&name=3_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
4. Click on the Ongoing Location data grid. You will see the list of ongoing locations. -png-2.png?width=670&height=503&name=4_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
5. You can add a new location by clicking the New button.-png-2.png?width=670&height=503&name=5_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
6. Use the map search to attach the parcel data to the ongoing location. This will allow you to link all applications to the property. -png-2.png?width=670&height=503&name=6_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
7. Choose a search criteria based on the property information you have available. -png-2.png?width=670&height=503&name=7_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
8a. Enter the criteria and click search to view the results. -png-2.png?width=670&height=503&name=8_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
8b. Click
9. From the search results, Highlight the property you want to create the ongoing location for. -png-2.png?width=670&height=503&name=9_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
10. Click OK to load the parcel information. -png-2.png?width=670&height=503&name=10_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
11. Confirm that you want to use the owner information by Clicking Yes. -png-2.png?width=670&height=503&name=11_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
12. Review the owner information and if it is correct, click ok. If you have chosen the incorrect property click X to cancel and go back to the map search page. -png-2.png?width=670&height=503&name=12_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
13. Review and update the work site location. Use the Applicant is Owner button to update the information or enter manually. -png-2.png?width=670&height=503&name=13_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
14. Confirm the work site and mailing information by clicking Yes. -png-2.png?width=670&height=503&name=14_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-2.png)
15. The ongoing location is now added. If you want to search for outstanding applications that need to be linked to the property, go to the Applications tab.-png-1.png?width=670&height=503&name=15_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
16. Then click Link.-png-1.png?width=670&height=503&name=16_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
17. The address will pre populate but you can also search by Parcel or Application number. Click Search to view the results. -png-1.png?width=670&height=503&name=17_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
18. If your search criteria does not return any results, you can use a different criteria. -png-1.png?width=670&height=503&name=18_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
19. Enter the new criteria and click search. -png-1.png?width=670&height=503&name=19_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
20. The results will populate in the box below. Check the applications that you want to link to your ongoing location.-png-1.png?width=670&height=503&name=20_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
21. Click OK to confirm.-png-1.png?width=670&height=503&name=21_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
22. Click X to exit the search screen. -png-1.png?width=670&height=503&name=22_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
23. The applications will now display in a list under the associated application section. -png-1.png?width=670&height=503&name=23_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
24. If an application is incorrectly linked, check the corresponding box and click Unlink . -png-1.png?width=670&height=503&name=24_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
25. Click Yes to Confirm that you do not want the application linked.-png-1.png?width=670&height=503&name=25_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
26. If you want to create a new application click on the New button. -png-1.png?width=670&height=503&name=26_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
27. The OnGoing application entry screen will open with parcel information and will already be linked to the Ongoing location. -png-1.png?width=670&height=503&name=27_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)
28. You can manage invoices, inspections, certificates, enter tests, violations and upload any related documents for the property. Click OK to close the Ongoing Location details. -png-1.png?width=670&height=503&name=28_800x600_z-undefined_mz-0-5_mi-1_ti-0_ar-1_cr-0_si-0_fr-0_tb-1_t-_ftc-_ftb-_mc-_mfc-_complete%20(3)-png-1.png)